PCS
ELV icon

Personal CFO Solutions’s Elevance Health ELV Stock Holding History

Personal CFO Solutions’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-499
Closed -$217K – 493
2025
Q1 		$217K Buy
+499
New +$200K 0.04% 407
2024
Q4 		– Sell
-686
Closed -$357K – 504
2024
Q3 		$357K Buy
686
+16
+2% +$8.55K 0.05% 348
2024
Q2 		$363K Buy
670
+26
+4% +$13.7K 0.06% 328
2024
Q1 		$334K Buy
644
+167
+35% +$83.1K 0.05% 366
2023
Q4 		$225K Sell
477
-889
-65% -$411K 0.04% 458
2023
Q3 		$595K Buy
1,366
+56
+4% +$25.4K 0.12% 164
2023
Q2 		$582K Buy
1,310
+7
+0.5% +$3.23K 0.12% 175
2023
Q1 		$599K Sell
1,303
-56
-4% -$26.6K 0.12% 158
2022
Q4 		$697K Sell
1,359
-246
-15% -$125K 0.15% 136
2022
Q3 		$729K Sell
1,605
-29
-2% -$13.9K 0.18% 107
2022
Q2 		$788K Buy
1,634
+138
+9% +$68.3K 0.18% 94
2022
Q1 		$735K Sell
1,496
-1
-0.1% -$457 0.15% 133
2021
Q4 		$694K Buy
+1,497
New +$630K 0.13% 153

Other funds holding ELV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Personal CFO Solutions's ELV Position: Q2 2025 in Review

Personal CFO Solutions sold out of Elevance Health (ELV) in Q2 2025, closing a stake of 499 shares — an estimated $217K sold.

Personal CFO Solutions first reported a position in ELV in Q4 2021 and held it in 13 quarters. The position peaked at $788K in Q2 2022. 1,589 funds tracked by Wall St. Rank hold ELV as of Q2 2025.

  • Personal CFO Solutions reported no remaining Elevance Health position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 499 Elevance Health shares in Q2 2025, an estimated $217K.
  • Personal CFO Solutions first reported a position in Elevance Health in Q4 2021 and held it in 13 quarters.
  • Personal CFO Solutions's Elevance Health position peaked at $788K in Q2 2022.
  • 1,589 funds tracked by Wall St. Rank held Elevance Health as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.